Administrative Specialist I

CBIZ • North Canton, OH

11h • Hybrid

About The Position

This role involves supporting internal team members in providing comprehensive retirement consulting, administration, and/or actuarial services. The position requires performing essential administrative tasks, managing correspondence, maintaining office supplies, and potentially assisting with account receivables and mailings. The role also emphasizes the ability to adapt to a changing environment, follow procedures, and build relationships with internal and external stakeholders.

Requirements

• High School Diploma or GED
• Zero to Two year of relevant work experience in the retirement planning industry
• Proficient use of applicable technology
• Advanced computer skills in Word, Excel, PowerPoint and Outlook
• Experience with digital data management/filing system is an asset
• Ability to manage multiple project and deliverable simultaneously
• Excellent written/verbal communication skills and use of grammar
• Excellent organizational skills and attention to detail
• Ability to adapt to a changing environment
• Ability to follow standard procedures
• Ability to work cooperatively with others
• Ability to build relationships and trust with internal and external clients and other key stakeholders

Nice To Haves

• Bachelor's degree

Responsibilities

• Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services
• May assist in preparation and production of professional materials in Word, Excel and PowerPoint
• Provide administrative support such as scanning, copying, report binding, deliveries, mailings, etc.
• Manage incoming correspondence, including processing, logging, filing, and scanning
• Maintain office supplies, including purchasing and inventory
• May provide overall general office support related to operations, cleaning, and organizing
• May assist with account receivables
• May prepare and assemble mailings, including email blasts
• Additional responsibilities as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED